TrendRunner — Stage-Gated Momentum Report

As of
2026-08-06
market data as-of date
Risk Mode
BALANCED
AGGRESSIVE / BALANCED / RESILIENT
XLK Gate
TECH-BROAD ACTIVE
universe: Tech-broad
SPY Market Stage
▲ ADVANCING
regime deployment dial
Watchlist
15
top 15 shown
Trading
6
top 6 actually sized
Risk mode reminder — RESILIENT (equal-weight): best stress-test resilience of everything backtested. BALANCED (30%-capped score-weight, current default): closer to the original CAGR target with modest resilience cost. AGGRESSIVE (uncapped score-weight): highest backtested CAGR, most stress-test risk. See ../README.md for full backtested numbers behind this choice.

Watchlist — top 15 Stage-2 candidates (Tech-broad)

#TickerScoreWeeks in Stage 212-1 Return26w RS vs SPY1D1W1MYTD1YTraded
1 SNDK +9.5584 22 +1817.2% +94.5% -5.1% +0.1% -25.8% +365.6% +1322.6%
2 MU +3.0022 52 +497.4% +103.0% -0.5% +1.7% -6.3% +182.0% +459.9%
3 INTC +2.2184 49 +336.2% +107.4% -1.0% +9.8% -9.2% +154.1% +296.0%
4 DELL +2.0839 23 +240.7% +176.1% -4.5% +9.1% +2.3% +248.3% +248.4%
5 MRVL +1.9661 20 +243.6% +149.6% +0.4% +15.6% -8.6% +137.3% +214.2%
6 AMD +1.7879 42 +222.4% +135.1% +2.0% +1.3% -4.9% +120.1% +206.5%
7 AMAT +1.2947 41 +228.7% +30.2% -0.7% +5.7% -7.0% +97.8% +205.7%
8 TER +1.0722 41 +208.2% +6.2% -0.7% +5.8% +10.0% +86.5% +239.1%
9 ARM +1.0707 18 +95.1% +119.0% +4.9% +19.2% -4.1% +151.0% +87.1%
10 HPE +1.0384 22 +79.8% +127.9% -1.0% +11.8% +18.0% +120.1% +112.2%
11 DDOG +0.9437 14 +94.0% +94.7% -18.7% -14.2% -11.8% +72.2% +71.1%
12 PANW +0.9166 11 +59.2% +124.1% -2.0% +9.1% +10.8% +98.1% +76.5%
13 FTNT +0.9088 11 +93.5% +88.3% -3.1% +3.1% +1.5% +104.2% +96.3%
14 NTAP +0.5615 15 +33.2% +79.1% +2.3% +9.7% +15.4% +80.2% +53.8%
15 ASML +0.5591 44 +103.9% +7.9% +1.9% +3.6% -3.3% +47.5% +97.2%

Target Allocation — top 6 actually traded (BALANCED)

TickerWeightIllustrative $Score
SNDK 27.0% $27,000 /$100k +9.5584
MU 17.1% $17,104 /$100k +3.0022
INTC 12.6% $12,638 /$100k +2.2184
DELL 11.9% $11,872 /$100k +2.0839
MRVL 11.2% $11,201 /$100k +1.9661
AMD 10.2% $10,185 /$100k +1.7879

Sector Leadership (informational — not a trading signal)

Ranked by the same RSI(14) mechanism as the XLK gate, across all 11 GICS sector ETFs. This is visibility only: TrendRunner's live universe selection remains the single XLK gate (Tech-broad vs S&P 500 fallback, above) — sector-rotation was backtested as a full trading mechanism and found to be a genuine trade-off (better 2022-style protection, worse 2008-style), so it was not adopted. See ../README.md for that analysis.
#ETFSectorRSI(14)Hot (>50)
1 XLF Financial Services TOP 3 65.0 🔥
2 XLV Healthcare TOP 3 57.9 🔥
3 XLY Consumer Cyclical TOP 3 57.5 🔥
4 XLI Industrials 57.5 🔥
5 XLK Technology 56.9 🔥
6 XLB Basic Materials 55.3 🔥
7 XLE Energy 53.8 🔥
8 XLC Communication Services 53.0 🔥
9 XLP Consumer Defensive 50.1 🔥
10 XLRE Real Estate 45.4
11 XLU Utilities 32.6

Account Context (read-only)

Positions below reflect what is actually held in each account right now, regardless of which engine's ledger recorded them — TrendRunner is not currently enabled to trade either account (see config/execution.json and README's account handoff plan).

Webull Roth IRA (CUV2RHN2) READ-ONLY

TickerQtyAvg CostHeld by engine
SNA5$406.92atlas
WSM10$228.93atlas
CCL62$29.76atlas
LUV48$47.29atlas
GL13$180.71atlas
FFIV5$408.06atlas
GRMN7$296.60atlas
AXP1$344.27atlas
COF10$206.12atlas
MS10$217.64atlas
RJF3$180.58atlas
STT3$187.29atlas
TPR16$147.51atlas
BKR38$60.26atlas
DRI12$205.14atlas
DRI5$204.43stock_scorer
BKR17$60.73stock_scorer
WSM5$226.36stock_scorer
TPR8$142.69stock_scorer
SNA3$404.22stock_scorer
COF5$202.53stock_scorer
CSCO21$116.07atlas
JBL7$339.73atlas

Webull Rollover IRA (CUV2RH46) READ-ONLY

TickerQtyAvg CostHeld by engine
SNA5$406.31atlas
WSM14$224.27atlas
COF12$206.54atlas
NTRS3$183.03atlas
RJF17$167.81atlas
VTRS218$16.25atlas
XEL17$81.56atlas
BLK2$1,070.47atlas
STT11$182.36atlas
TPR19$141.02atlas
JPM7$338.22atlas
CME7$255.31atlas
EQT41$52.43atlas
WAT4$372.69atlas
WTW5$294.67atlas